LVOPX Mutual Fund

LVOPX Mutual Fund

NAV$18.92
See how much of LVOPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.42%
3 Months
+1.38%
6 Months
+3.96%
YTD
+11.59%
1 Year
+12.66%
3 Years (annualized)
+10.27%
5 Years (annualized)
+4.02%
10 Years (annualized)
+7.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVOPX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+11.59%
Peer Avg (YTD)
+9.89%
vs Peers
+1.70%

LVOPX Mutual Fund Performance

LVOPX performance across multiple time periods: 1-month -0.42%, YTD 11.59%, 1-year 12.66%, 3-year 10.27%, 5-year 4.02%, 10-year 7.70%.

LVOPX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

LVOPX vs another fund shows side-by-side returns. LVOPX alternatives are available in the Mutual Fund Screener.